CIK: 0001598550
申告総資産額
$4.5億
上位200銘柄を表示中（全231銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.91% | -1.20% | -0.66% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.88% | -0.28% | -0.61% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.11% | -0.22% | +6.50% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.28% | +0.15% | +3.41% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.54% | +0.19% | +13.77% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.22% | +0.19% | +1.18% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.63% | -0.24% | -2.00% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | -0.26% | -2.86% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.11% | -0.18% | +1.56% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.84% | +0.12% | -2.23% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -0.08% | -2.04% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.60% | — | +5.46% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.36% | -0.09% | -5.19% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.12% | +2.06% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.28% | -0.11% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.20% | — | -0.49% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.14% | +1.70% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.15% | +0.07% | +0.75% | |
| 19 | LRCX | Lam Research CORP | 株式-IT | 1.02% | +0.24% | -1.66% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 0.94% | — | +2.24% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | +0.16% | +2.83% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | — | -0.60% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.93% | -0.09% | +101.28% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | — | +6.18% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.91% | -0.09% | -1.59% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.84% | — | -0.11% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.72% | +0.31% | +13.05% | |
| 28 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.68% | — | -0.55% | |
| 29 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.67% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | — | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.62% | — | -1.10% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.60% | — | -0.49% | |
| 33 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.57% | -0.13% | -0.90% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.08% | -1.44% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | -0.49% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.50% | — | +0.10% | |
| 37 | KLAC | Kla CORP | 株式-IT | 0.49% | +0.10% | -5.28% | |
| 38 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.47% | — | +3.38% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.45% | +0.06% | -1.21% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.45% | — | -5.39% | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.45% | +0.12% | +3.17% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | +4.55% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.15% | -3.03% | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.42% | — | — | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | -0.34% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.41% | — | -3.12% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | — | -17.96% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.39% | — | +2.75% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.39% | +0.14% | +99.53% | |
| 50 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.38% | — | -1.69% |